RMFHX Mutual Fund

RMFHX Mutual Fund

NAV$64.33
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Returns Overview

1 Month
-2.91%
3 Months
-1.97%
6 Months
+8.22%
YTD
+6.12%
1 Year
+8.64%
3 Years (annualized)
+15.85%
5 Years (annualized)
+10.57%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RMFHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.12%
Peer Avg (YTD)
+10.00%
vs Peers
-3.88%

RMFHX Mutual Fund Performance

RMFHX performance across multiple time periods: 1-month -2.91%, YTD 6.12%, 1-year 8.64%, 3-year 15.85%, 5-year 10.57%, 10-year 11.37%.

RMFHX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

RMFHX vs another fund shows side-by-side returns. RMFHX alternatives are available in the Mutual Fund Screener.